Institutional Ownership Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 9.56 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
8,761
shares
|
$757,914
0.05% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
8,710
shares
|
$753,502
0.07% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
8,663
shares
|
$749,436
0.13% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
8,641
shares
|
$747,532
0.18% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
8,602
shares
|
$744,159
0.3% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Fidato Wealth LLC
|
Aug 12, 2025 Q2 2025 |
8,429
shares
|
$729,192
0.5% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,408
shares
|
$727,376
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
8,343
shares
|
$721,752
0.21% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,301
shares
|
$718,119
0.22% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8,287
shares
|
$716,908
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,195
shares
|
$708,949
0.13% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
7,906
shares
|
$683,948
0.54% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
7,877
shares
|
$681,439
0.2% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
7,786
shares
|
$673,566
0.04% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
7,688
shares
|
$665,088
0.3% of portfolio
|
Q2 2025
Reduced 43.52%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
7,664
shares
|
$663,012
0.27% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
7,636
shares
|
$660,590
0.4% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
7,613
shares
|
$658,600
0.12% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,343
shares
|
$635,242
0.07% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
7,254
shares
|
$627,543
0.03% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
7,220
shares
|
$624,602
0.01% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,148
shares
|
$618,373
0.01% of portfolio
|
Q2 2025
Added 49.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,112
shares
|
$615,259
0.03% of portfolio
|
Q1 2016
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
7,099
shares
|
$614,134
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
7,051
shares
|
$609,982
0.15% of portfolio
|
Q3 2025
Reduced 1.11%
|